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Form 8962

The IRS is requesting form 8962 & i need help filling it out.

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4 Replies

Form 8962

IRS is requesting a 8962 and I don’t know how to fill it out

Form 8962


@KenDaisha01 wrote:

IRS is requesting a 8962 and I don’t know how to fill it out


See this TurboTax support FAQ for the Form 8962 requested by the IRS - https://ttlc.intuit.com/community/health-care/help/the-irs-is-requesting-form-8962/01/27409

Fluffyz426
Returning Member

Form 8962

I need help please filling out 8962 form

Form 8962


@Fluffyz426 wrote:

I need help please filling out 8962 form


Assuming this IRS request is for tax year 2019 and they are requesting the Form 1095-A and Form 8962, you will have to amend the 2019 tax return that was filed.

See this TurboTax support FAQ for amending a 2019 tax return - https://ttlc.intuit.com/community/tax-topics/help/how-do-i-amend-a-2019-return-in-turbotax/01/123845...

 

The Form 8962, Premium Tax Credit will be created and populated by the TurboTax software after you have entered your Form 1095-A that you received for your health insurance through your state Marketplace.

 

To enter your Form 1095-A -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Deductions and Credits
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Medical
  • On Affordable Care Act (Form 1095-A), click the start or update button

Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a

 

Send the following to the IRS address or fax number given in your IRS letter:

  1. Form 8962, Premium Tax Credit.
  2. Copy of your Form 1095-A, Health Insurance Marketplace Statement.
  3. A copy of the IRS letter that you received.
  4. Only if the refund or owed amount has changed: also include page 2 of your 1040

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